AI Agent
ADG Sale AI
Product Architect
An AI Agent for a 2,000-dealer network, enabling image-based consultation, quotes, and orders in under 60 seconds.
2,000
C1/C2 dealers on one consulting standard
I don't just build features. I build an operating rhythm.
Simplamo turns strategy into goals, KPIs, OKRs, meetings, dashboards, and AI so leadership sees the real pulse of execution instead of a plan on paper.
Role: Founder / CEO / Product Architect
Simplamo OSQ4 · Week 6
Company objectives
- Grow dealer-channel revenue78%
- Roll out AI agents for Sales64%
- Standardize 4DX meeting rhythm91%
Weekly revenue
$5.6K+18%
Sale AI generated a quote
42 seconds · #BG-204
200K
customers / users
60+
markets and countries
500
implementation partners
>30%
revenue growth in a 5-subsidiary case
Five capability groups, one outcome
Every capability pulls toward the same result: leaders see goals more clearly, teams track numbers more closely, and issues get solved earlier.
Goal tree · Q4
OKR- CEOCompany · Grow revenue 30%78%
- SLSales · Open 120 new dealers64%
- MKMarketing · 3,000 qualified leads82%
- NNorth team · 40 dealers55%
- SSouth team · 80 dealers71%
AlignmentCascade goals from company to every team
Turn strategy into a linked goal system across company, departments, and individuals so everyone sees the same picture.
- CEO
Executive dashboard
Week 6Revenue
$168K
+12%
OKR
78%
+6
KPI
92%
+3
North region 9% behind planVisibilityExecutive dashboards for leadership
Bring KPIs, OKRs, BSC, and execution status into one glanceable layer so leaders decide on data.
AI goal assistant
“Q4 goals for Sales, aligned with the dealer-channel strategy”- Raise dealer close rate to 35%Add
- Cut quote time below 60sAdd
- Train 100% of dealers on Sale AIAdd
AI leverageAI assistant for goals and actions
AI drafts goals, suggests actions, flags risks, and keeps managers from staring at a blank page.
WIG meeting · Mon 8:30
30'- Weekly scoreboard review
- 3 red goals — root causes
- 3Unblock: northern warehouse
- 4Next-week commitments (1–3 each)
4 owners updatedExecutionMeeting rhythm that makes goals run
It doesn't stop at goal setup. Simplamo moves goals into weekly meetings, issue solving, and accountability.
Data connections
ExcelOdooHubSpotSimplamo
OSTeamsSlackSAPSynced 2 min ago · 1,284 metrics
IntegrationConnect existing operating data
Integrates with Excel, Odoo, HubSpot, Teams, Slack, or internal systems so goals never drift from operations.
Simplamo Management OS
Proof from real deployments
From method to adoption. From management thinking, data model, dashboards, and AI to the rollout rhythm with customers — this project shows most clearly how I turn a complex operating problem into a product people actually use.
Talk it throughAustdoor Group
RunningAustdoor Group
Rolled out BSC/KPI on Simplamo for a top-500 enterprise to accelerate execution.
BNI Vietnam
RunningBNI Vietnam
Applied the 4 Disciplines of Execution and digitized goal management across regions and chapters.
SolarBK
RunningSolarBK
Completed its KPI, OKR, and BSC system, linking strategic goals to daily work.
Deployment stories
More case studies
Resources
Get started with these resources
Playbooks and execution notes to bring the same approach to your team.
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